Daniel Peris

The podcast discusses the shift from income streams to asset appreciation, challenges faced by dividend investors, the end of the neoliberal order and Russia's position in the global economy, changing interest rates on asset classes and investments, and explores private equity investments and future market considerations.

Daniel Peris, Senior Portfolio Manager at Federated Investors and author of four books on investing, discusses the historical context of the stock market, the shift from a cash-based system to one driven by share price movements, the importance of dividends, and the changing investment landscape and economic opportunities. They also explore the benefits of being a dividend investor, the return of cash in the stock market, and the paradigm shift in the relationship of companies in Silicon Valley with the decline of dividends and rise of share buybacks.

Daniel Peris, who oversees dividend-focused portfolios for Federated Hermes and has authored several investing books, delves into his new work on dividend investing and the market's paradigm shift. He discusses the crucial role of dividends and cash flows, contrasting traditional financial metrics with the ownership mindset. Peris critiques modern portfolio theory and highlights the resurgence of dividends in investment strategies. He also touches on historical reflections on Russia and its impact on Western relations, weaving an engaging narrative of stability and market evolution.

The podcast delves into dividend strategies in finance, highlighting a book predicting a stock market paradigm shift. Market analysis covers big cap tech resilience, Nvidia stock, and Federal Reserve rate cut debates. The discussion also includes financial planning dilemmas, wearable technology innovations, and housing market trends.

Historian and fund manager Daniel Peris discusses the upcoming paradigm shift in U.S. stock market investing, focusing on the resurgence of dividend-focused stock investing. He delves into global dividend trends, challenges of outsourcing in manufacturing, the shift from dividends to share repurchases, and the concept of duration of cash flows in modern portfolio theory.